ISHARES TR (IBHL)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders11of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

43th percentile

8 buying4 selling

+4

New

-3

Closed

+50K

Net shares

Ownership Concentration

Top 5: 92.8%Top 10: 99.8%

LBMC INVESTMENT ADVISORS,52.6%

Straight Path Wealth Management17.9%

MCF Advisors7.8%

JANE STREET GROUP,7.4%

First Western Trust Bank7.2%

Others (6)7.2%

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No collected fundamentals for a debt & leverage analysis.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.06%Max: 0.32%High conviction (>1%): 0

LBMC INVESTMENT ADVISORS,

Straight Path Wealth Management

MCF Advisors

JANE STREET GROUP,

First Western Trust Bank

MORGAN STANLEY

NORTHWESTERN MUTUAL WEALTH MANAGEMENT

CNB Bank

WELLS FARGO & COMPANY/MN

Bogart Wealth,

Institutional Trends (5 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders11of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

43th percentile

8 buying4 selling

+4

New

-3

Closed

+50K

Net shares

Ownership Concentration

Top 5: 92.8%Top 10: 99.8%

LBMC INVESTMENT ADVISORS,52.6%

Straight Path Wealth Management17.9%

MCF Advisors7.8%

JANE STREET GROUP,7.4%

First Western Trust Bank7.2%

Others (6)7.2%

Crowding AnalysisModerate

Holders11of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

43th percentile

8 buying4 selling

+4

New

-3

Closed

+50K

Net shares

Ownership Concentration

Top 5: 92.8%Top 10: 99.8%

LBMC INVESTMENT ADVISORS,52.6%

Straight Path Wealth Management17.9%

MCF Advisors7.8%

JANE STREET GROUP,7.4%

First Western Trust Bank7.2%

Others (6)7.2%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position